See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $79,027 |
Service code 37 · EIN 04-2647786 | Loan Processing | $55,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,885 | $33,826+210.1% | $88,538+18.5% | $67,579+55.2% |
| Participation rate | 61.9% | 64.6%-2.7pp | 68.7%-6.9pp | 71.3%-9.4pp |
| Annual return | 35.37% | 68.24%-32.9pp | 43.64%-8.3pp | 378.56%-343.2pp |
| Employer contribution / active EE | $5,924 | $1,232+380.9% | $2,098+182.3% | $2,148+175.8% |
| Participant deferral / active EE | $6,212 | $2,089+197.4% | $2,914+113.2% | $3,539+75.5% |
| Admin fee / account holder | $292 | $134+118.5% | $4,310-93.2% | $142+105.4% |